See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,385 | $102,317-38.1% | $146,958-56.9% | $80,856-21.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 16.02% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,593 | $3,713-30.2% | $4,933-47.4% | $2,755-5.9% |
| Participant deferral / active EE | $6,510 | $6,644-2.0% | $8,070-19.3% | $4,296+51.5% |
| Admin fee / account holder | $213 | $7,941-97.3% | $12,998-98.4% | $6,918-96.9% |